+600.5%
IVV vs PODD
+761.8%
-161.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.2% | +6.5% | +1.4% |
| 7D | -2.7% | -2.1% | -0.6% | -2.4% |
| 30D | -5.4% | +9.0% | -14.4% | -6.8% |
| 3M | -4.1% | +5.2% | -9.2% | -5.1% |
| 6M | +0.7% | -3.2% | +3.9% | 0.0% |
| YTD | +8.7% | -48.5% | +57.2% | +19.6% |
| 1Y | +11.0% | -54.7% | +65.7% | +24.6% |
| 3Y | +75.4% | -7.8% | +83.2% | +70.5% |
| 5Y | +68.3% | -52.4% | +120.8% | +78.0% |
| 10Y | +315.5% | +315.9% | -0.3% | +190.4% |
| All | +600.5% | +761.8% | -161.3% | +240.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PODD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling